JH
Jeffry B. Hamilton
ROSCOE FINANCIAL
Coshocton, OH
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CRD#: 4543916
JH
Professional summary
Jeffry Bryan Hamilton, CFP® is a registered financial advisor currently at ROSCOE FINANCIAL located in Coshocton, Ohio.
Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffry has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffry Bryan Hamilton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 15, 2003 - Present
ROSCOE FINANCIAL
RIA
CRD#: 120248
Coshocton, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(1/15/2003)
IAR
Texas(6/1/2018)
Exams
Current Firm
RF
ROSCOE FINANCIAL
ROSCOE FINANCIAL | ROSCOE FINANCIAL ADVISORY COMPANY
CRD#: 120248 / SEC#:
New Mexico
Registered Investment Advisory firm - (8/5/2014 Approved)Ohio
Registered Investment Advisory firm - (10/25/1999 Approved)Texas
Registered Investment Advisory firm - (4/21/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Coshocton, OH
Mailing Address
Phone number
(740) 622-6083
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 12,868,352 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
